Capstone Wealth Management, LLC DFUV Holdings History
Capstone Wealth Management, LLC's Dimensional US Marketwide Value ETF Holding Summary
As of 2025-03-31, Capstone Wealth Management, LLC held 199,729.00 shares of Dimensional US Marketwide Value ETF(DFUV), totaling $8.23 Mil. This investment constitutes 8.2% of their stock portfolio, and Capstone Wealth Management, LLC now holds 0.07% of the outstanding Dimensional US Marketwide Value ETF(DFUV) stock.
The initial trade took place in 2024Q4. And since then Capstone Wealth Management, LLC has made 1 purchases of DFUV, at an average price of $42.46, for a total of 199,729.00 shares. Based on historical transaction data and DFUV's current price of $42.69, Capstone Wealth Management, LLC's estimated gain on his DFUV holdings is $46,447.91, reflecting a 0.55% gain to date.
Capstone Wealth Management, LLC DFUV ($42.69) Holding Chart
Capstone Wealth Management, LLC DFUV ($42.69) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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